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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,670 | $138,312-41.0% | $122,979-33.6% | $155,188-47.4% |
| Participation rate | 54.2% | 80.2%-26.0pp | 77.2%-23.0pp | 80.8%-26.6pp |
| Annual return | 6.84% | 22.06%-15.2pp | 20.12%-13.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $449 | $3,530-87.3% | $3,062-85.3% | $4,248-89.4% |
| Participant deferral / active EE | $2,068 | $5,592-63.0% | $5,003-58.7% | $6,531-68.3% |
| Admin fee / account holder | $908 | $15,089-94.0% | $12,864-92.9% | $14,480-93.7% |